Rockefeller Capital Management
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Rockefeller Capital Management’s Amdocs DOX Stock Holding History

Rockefeller Capital Management’s Portfolio DOX Stock Details DOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$144K Sell
2,205
-912
-29% -$66.7K ﹤0.01% 2665
2025
Q4 		$251K Buy
3,117
+1,675
+116% +$135K ﹤0.01% 2243
2025
Q3 		$118K Buy
+1,442
New +$125K ﹤0.01% 2511
2023
Q2 		– Sell
-3,208
Closed -$307K – 1865
2023
Q1 		$307K Buy
3,208
+1,340
+72% +$124K ﹤0.01% 1569
2022
Q4 		$169K Sell
1,868
-105
-5% -$8.93K ﹤0.01% 1744
2022
Q3 		$156K Buy
1,973
+78
+4% +$6.61K ﹤0.01% 1760
2022
Q2 		$157K Buy
1,895
+199
+12% +$16.4K ﹤0.01% 1721
2022
Q1 		$137K Buy
+1,696
New +$133K ﹤0.01% 1848
2021
Q4 		– Sell
-1,231
Closed -$92K – 3816
2021
Q3 		$92K Sell
1,231
-346
-22% -$26.8K ﹤0.01% 1896
2021
Q2 		$121K Buy
1,577
+1,072
+212% +$82.8K ﹤0.01% 1709
2021
Q1 		$35K Buy
505
+267
+112% +$20.2K ﹤0.01% 2041
2020
Q4 		$16K Hold
238
– – ﹤0.01% 2084
2020
Q3 		$13K Buy
238
+6
+3% +$359 ﹤0.01% 1926
2020
Q2 		$14K Sell
232
-398
-63% -$24.6K ﹤0.01% 1784
2020
Q1 		$35K Buy
630
+239
+61% +$16K ﹤0.01% 1337
2019
Q4 		$28K Buy
391
+227
+138% +$15.5K ﹤0.01% 1293
2019
Q3 		$11K Sell
164
-76
-32% -$4.88K ﹤0.01% 1386
2019
Q2 		$15K Buy
240
+196
+445% +$11.3K ﹤0.01% 1095
2019
Q1 		$3K Buy
44
+13
+42% +$731 ﹤0.01% 1710
2018
Q4 		$2K Hold
31
– – ﹤0.01% 864
2018
Q3 		$2K Hold
31
– – ﹤0.01% 719
2018
Q2 		$2K Buy
+31
New +$2.09K ﹤0.01% 742

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Rockefeller Capital Management's DOX Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Amdocs (DOX) stake by 29% in Q1 2026, selling an estimated $66.7K and leaving 2,205 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #2665.

Rockefeller Capital Management first reported a position in DOX in Q2 2018 and has held it in 22 quarters since. The position peaked at $307K in Q1 2023. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Rockefeller Capital Management held 2,205 shares of Amdocs worth $144K as of Q1 2026.
  • Rockefeller Capital Management sold 912 Amdocs shares in Q1 2026, an estimated $66.7K.
  • Amdocs made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2665 holding.
  • Rockefeller Capital Management first reported a position in Amdocs in Q2 2018 and has held it in 22 quarters since.
  • Rockefeller Capital Management's Amdocs position peaked at $307K in Q1 2023.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.